The Eli Lilly Orforglipron obesity pill resulted in weight loss of 12%

Eli Lilly On Thursday, the highest dose of its daily obesity pill helped patients lose almost 12% of their body weight, about 27 pounds, at 72 weeks in an advanced stadium, opening a path for its entry to the market.

This weight loss was 11.2% when analyzing all patients regardless of stops. The actions of the company fell by more than 12% in pre-commercial exchanges on Thursday.

The data is that some Wall Street analysts were waiting for Eli Lilly’s GLP-1 oral, with hopes of weight loss of around 15%.

Some doctors have declared that the results seem to be comparable, but generally slightly lower, the level of weight loss observed with Novo NordiskWeekly blockbuster GLP-1 injection for obesity, Wegovy. Some doctors have also noted the number of patients on the highest dose of the pill who interrupted treatment due to side effects or any other reason in the trial.

However, other doctors have praised the results and potential of the pill to achieve new patients, such as those who are afraid of needles.

“This is a strong and promising result for an oral agent,” said Dr. Jaime Almandoz, medical director of the UT Southwestern Medical Center weight well-being, qualifying weight loss “a significant and clinically significant result”.

“The injectables have established a high bar, but this study strengthens the potential that an oral GLP-1 is transformer in obesity care, especially for patients who hesitate to start or maintain injectable therapies,” he continued.

Dr. Mihail “Misha” Zilbermint, director of endocrine hospitalists from Johns Hopkins community doctors, said that he thought the pill “had the potential to change the situation as people can tolerate side effects.”

The results of the tests are among the most watched studies of the year in the pharmaceutical industry and follow positive data in April from a phase three trial examining the experimental pill in patients with diabetes. They bring Eli Lilly’s pill closer, Orforglipron, one more step to become the first new alternative without needle on the booming market of weight loss and diabetes drugs called GLP-1.

Eli Lilly expects to submit data to regulators by the end of the year, with plans to launch the pill in 2026, said Ken Custer, president of Lilly Cardiometabolic Health, in an interview.

This launch could fundamentally move space, helping more patients access treatments and mitigate the gaps in the supply of existing injections. The more practical and easier to make pill could also help Eli Lilly solidify its domination in the growing segment as other drug manufacturers, including its main Rival Novo Nordisk, breed to put on the market for weight loss pills.

Custer said there are about 8 million patients under injectable obesity and diabetes, but probably around 170 million that could benefit from medicines.

“In order to respond to this request, we will need other options, including small oral molecules like Orforglipron, which use different means of production and do not need sophisticated supply chain to distribute it to patients,” he said.

DRE Amy Sheer, professor of medicine and program director of the Obesity Medicine Stock Exchange at the University of Florida, said that it hoped that the pill would be cheaper than existing injections, which are largely expensive due to the devices in which they will come. She said lower prices could help eliminate obstacles to access to patients, potentially makes insurers more willing to cover the drug.

Many insurers still do not cover GLP-1 for obesity. Wegovy and other drugs have registration prices of around $ 1,000 before insurance.

Eli Lilly’s highest dose of pill has helped more than 59% of patients lose at least 10% of their body weight and more than 39% of patients lose at least 15% of their weight, according to the test results.

Almandoz said that the proportion of people who have reached “greater extent” of weight loss were “very impressive for an oral agent”, adding that many people “often neglect the proportion of people reaching these high weight loss categories” and generally focus on the average weight loss

Orforglipron has also helped reduce cardiovascular risk factors.

But the data on how certain patients tolerated the pill in the trial underwent estimates from certain analysts.

About 10.3% of patients who took the highest dose of the pill – 36 milligrams – interrupted treatment due to side effects, compared to around 2.6% of those who took a placebo. These side effects were mainly gastrointestinal, such as nausea and vomiting, and light to moderate severity. It is estimated that 24% of those who took the highest dose experienced vomiting, while 33.7% and 23.1% had nausea and diarrhea respectively.

Before the data, BMO’s capital market analyst Evan Seigerman said he expected less than 10% of patients on the highest dose of the pill to interrupt treatment due to side effects and vomiting, nausea and lower diarrhea rates.

More patients have stopped taking the pill due to side effects compared to existing GLP-1s on the market, said Dr. Caroline Apovian, co-director of the Center for Weight Management and Wellness in Brigham and Women’s Hospital. The stop rates due to side effects in the tests at an advanced stage on the weekly injection of the obesity of Eli Lilly and Zepbound of Eli Lilly are about 7% or less.

She noted that almost a quarter of the patients on the highest dose of the pill have interrupted treatment for any reason, warning that enthusiasm for Orforglipron should be tempered “because we get all this excitement, then the pill, and then no one can bear it.”

We do not know why, apart from side effects, these patients interrupted the pill.

But the pure of the University of Florida said that it did not believe that stop rates or side effects will be a decisive factor for doctors during the prescription of the pill.

She thinks that an oral option could actually make more doctors more comfortable prescribing a GLP-1 for patients. Some doctors are currently hesitating to prescribe injections because they “may not know how to tell patients how to use them,” added Sheer.

Almandoz said that prescription decisions depend on the patient’s specific needs and preferences, as well as access and affordability. An injectable GLP-1 can be the preferred option for patients whose priority is a higher level of weight loss or those with significant cardiometabolic complications, or health problems resulting from cardiovascular diseases and metabolic disorders.

But an oral GLP-1 could be best suited to those who “prioritize simplicity or convenience or have these logistical challenges with injections,” he said.

The detailed results of the trial will be presented in September at a European medical meeting and published in a journal evaluated by peers. More phase three test results on the pill will be divided later this year, including a study on adults who have obesity or overweight and suffer from type 2 diabetes.

Wegovy, Eli Lilly’s pill, Orforglipron and Novo Nordisk Rybelsus diabetes all work by targeting a intestinal hormone called GLP-1 to promote weight loss and regulate blood sugar. But unlike these other drugs, the Eli Lilly pill is not a peptide medicine. This means that it is absorbed more easily in the body and does not require food restrictions like Rybelsus.

Eli Lilly is currently about three years ahead of other drug manufacturers who are developing pills, including Pfizer, Astrazeneca, Roche, Therapeutics and Viking Therapeutics, Guggenheim Analyst Seamus Fernandez previously CNBC.

Some analysts expect the GLP-1 market worth more than $ 150 billion a year in the early 2030s. The GLP-1 orals could reach $ 50 billion in the total, said Fernandez.

– Angelica Peebles of CNBC contributed to this report.